Onsite Probate and Fiduciary (Public Administration) Accounting Specialist

Outsourced Quality Assured Services Pty; Philippines; Hybrid; PHP 670,000 - 1,004,000; Full time

Job summary

Outsourced Quality Assured Services Pty in the Philippines is seeking a meticulous legal accounting professional to prepare fiduciary court accountings and filing packages for attorney review. The role involves reviewing case files, reconciling schedules, drafting documents, and delivering filing-ready work.

Strong Excel/Word/PDF skills and 3+ years of relevant experience are required, with excellent English writing.

Qualifications

• 3+ years of relevant professional experience in legal support or fiduciary accounting.
• Advanced Excel with formulas, sorting, date handling, reconciliation.
• Strong Word and PDF editing skills, accurate legal/financial writing.
• Excellent written English and meticulous numerical accuracy.
• Ability to work independently with responsible overlap to Pacific Time.
• Secure, professional remote work environment required.

Responsibilities

• Review bank statements and other case records to prepare schedules.
• Prepare and reconcile accounting schedules: receipts, disbursements, gains/losses.
• Reconcile accounts with no unexplained variances; identify discrepancies.
• Draft accounting petitions, reports, and related pleadings using templates.
• Assemble filing packages: orders, notices, verifications, exhibits.
• Maintain organized matter workflows and timely status updates.

Skills

Advanced Microsoft Excel

Microsoft Word

Adobe Acrobat/PDF

Excellent written English

Attention to detail

Independent work

Pacific Time overlap

Secure remote work environment

Education

Education in law or accounting

Tools

Remote desktop tools

Job description

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Onsite Probate and Fiduciary (Public Administration) Accounting Specialist

Full Time Employee

Job Summary

Primary Focus: Probate, trust, conservatorship, and fiduciary accounting matters

Job Description

About Us Outsourced.ph is a leading ISO certified Philippines offshore outsourcing company that provides dedicated remote staff to some of the world's leading international companies. Outsourced is recognized as one of the Best Places to Work and has achieved Great Place to Work Certification. We are committed to providing a positive and supportive work environment where all staff can thrive. As an Outsourced staff member, you will enjoy a fun and friendly working environment, competitive salaries, opportunities for growth and development, work-life balance, and the chance to share your passion with a team of over 1000 talented professionals.

Position Summary We are seeking a highly accurate, organized, and self-directed legal professional to prepare fiduciary court accountings and complete filing packages for attorney and senior paralegal review. The role involves reviewing case files and financial records, preparing and reconciling accounting schedules, drafting legal documents using firm templates, assembling supporting exhibits, and delivering complete, filing-ready work product.

Key Responsibilities

• Review bank statements, brokerage records, escrow documents, receipts, prior accountings, inventories, claims, and other case records.
• Prepare and maintain accounting schedules for:
  • Receipts and income
  • Disbursements
  • Gains and losses
  • Distributions
  • Changes in form of assets
  • Property remaining on hand
• Reconcile all accounts, schedules, and petition totals with no unexplained variances.
• Identify missing statements, duplicate transactions, unexplained deposits or withdrawals, stale checks, incorrect balances, and other discrepancies.

Legal Drafting

• Draft accounting petitions, reports, and related pleadings using firm-approved templates.
• Accurately document:
  • Fiduciary appointment and authority
  • Accounting periods
  • Assets and transactions
  • Claims and distributions
  • Attorney and fiduciary fees
  • Reimbursements and reserves
  • Property sales
  • Proposed final distributions and discharge
• Clearly flag missing information or issues requiring attorney review rather than making assumptions.

Filing Package Preparation

• Prepare and assemble:
  • Proposed orders
  • Notices of hearing
  • Declarations and verifications
  • Proofs of service
  • Fee and reimbursement documentation
  • Accounting schedules
  • Supporting exhibits
• Ensure names, dates, figures, captions, attachments, and requested relief are consistent throughout the filing.
• Deliver organized, filing-ready Word and PDF packages with a concise list of unresolved items or reviewer decisions.

Matter & Workflow Management

• Review incoming matters and identify deadlines, missing records, accounting periods, and outstanding issues.
• Maintain organized electronic files using firm naming, folder, template, and version-control standards.
• Provide concise status updates and raise significant issues early.
• Track assignments and communicate promptly when missing information may affect deadlines.

Required Qualifications

• 3+ years of relevant professional experience in legal support, paralegal work, fiduciary accounting, bookkeeping, auditing, or another document-intensive role.
• Experience preparing or reconciling financial schedules using bank statements and source documents.
• Experience drafting or assembling formal legal or regulated professional documents.
• Advanced Microsoft Excel skills, including:
  • Formulas
  • Sorting and filtering
  • Date handling
  • Reconciliation
  • Error checking
• Strong Microsoft Word and Adobe Acrobat/PDF skills.
• Excellent written English and professional legal/financial writing ability.
• Exceptional attention to detail, numerical accuracy, organization, and follow-through.
• Ability to work independently while recognizing when attorney or senior-staff guidance is required.
• Reliable high-speed internet and a secure, professional remote work environment.
• Ability to provide meaningful overlap with the firm's Pacific Time workday.

Strongly Preferred Experience

• U.S. probate, trust, estate, guardianship, conservatorship, elder-law, or fiduciary administration matters.
• Fiduciary, estate, trust, or court accounting preparation.
• California probate pleadings, Judicial Council forms, or court filing procedures.
• Experience supporting probate attorneys, trust-and-estates attorneys, professional fiduciaries, Public Administrators, accountants, or auditors.
• Education in law, legal studies, accounting, finance, business, audit, or a related field.
• Familiarity with legal case-management systems, cloud document platforms, remote desktops, and time-entry systems.

Work Quality Standards

• Produce accounting schedules that balance exactly to supporting records.
• Never invent or assume missing facts.
• Follow firm templates, formulas, naming conventions, and document procedures precisely.
• Identify unusual transactions, inconsistencies, and issues requiring attorney review.
• Maintain clear traceability between figures in the accounting and their source documents.
• Submit complete, internally consistent, filing-ready work requiring minimal cleanup.

Confidentiality & Security

• Maintain strict attorney-client, work-product, and fiduciary financial confidentiality.
• Use only firm-approved devices, accounts, software, storage, and communication systems.
• Do not store or transmit client information through personal or unauthorized systems.
• Do not use unauthorized AI tools, public document-processing platforms, personal cloud storage, or personal email for client materials.
• Immediately report suspected security, privacy, phishing, access, or data-loss incidents.

Work Schedule (Dayshift)

• 2:00 PM - 11:00 PM Pacific time
• ( Mon-Friday 5:00 a.m. to 2:00 p.m. Philippine Time, (Tuesday - Saturday )

Work Setup (Onsite)

• Open for Quezon City, Alabang, Pampanga, and Cebu depending on candidate's preference
• Equipment will be provided by the company
• Hired staff is required to have a stable and reliable internet connection with at least 20MBPS for both download AND upload speed.